Fusion & Acquisition

🛫 Le 13 juin 2025, LVMH et Accor annoncent une alliance stratégique autour de l'Orient Express avec LVMH détenant 50% et prévoyant une acquisition totale d'ici 2027. LVMH investit aussi dans Flexjet, élargissant sa vision du voyage ultra-premium. Ce projet relie hôtels, trains Orient Express et jets privés. LVMH développe un écosystème intégré de voyage ultra-luxe, incluant des trains historiques, hôtels en Italie et Arabie Saoudite, croisières Belmond, et jets privés Flexjet.

🌍 TUI Group and Bentour Reisen AG have finalized their strategic partnership. TUI, headquartered in Hanover, has acquired a 20% stake in Bentour. In return, the Swiss operator now holds 20% of Nazar Nordic AB, a Scandinavian all-inclusive specialist. The partnership aims to tap into the growing demand for all-inclusive vacations, especially in Türkiye and Greece. Bentour focuses on German-speaking markets, while Nazar Nordic caters to Denmark, Norway, Sweden, and Finland.

💸 AMG, a global partner for independent management companies, announced a strategic investment in Montefiore Investment, a mid-market leader in France and Southern Europe, on August 2023. Founded in 2005, Montefiore manages €5 billion in assets with offices in Paris, Milan, and Madrid. The management team, led by Éric Bismuth and Daniel Elalouf, retains majority control and strategic independence. Montefiore is known for transforming SMEs into sector leaders through operational collaboration.

📈 GL events has announced a significant change in its shareholding: Atream and CARAC acquired stakes in Polygone and GL events SA. This includes 56,000 Polygone shares (5.3% of capital) and 449,742 GL events shares (1.5% of capital). The strategic long-term partnership grants Confluence a board seat in both entities. Olivier Ginon retains full control over GL events. This aligns with the strategic importance of the MICE sector.

🚀 EOS-X acquires Space Perspective without disclosing the transaction amount. April 2023: Space Perspective faced eviction from a Florida airport due to unpaid rent. The acquisition aims to resolve Space Perspective's debts via liquidation. EOS-X and Space Perspective will continue operations independently. Negotiations are underway at Kennedy Space Center for future operations. CEO Kemel Kharbachi highlights the potential to advance human space tourism.

💻 AnyCreek acquires Origin in July 2025 to lead the AI-powered outdoor software sector in the U.S., aiming to become the top SaaS for outdoor activities. The combined reach spans 50 states, supporting over 1 million guided hours for thousands of professionals. Both services continue independently for now, enhancing operations, marketing, insurance, payroll, and growth potential for small businesses. Origin expands AnyCreek's offerings beyond fishing and hunting, targeting a wider, international market.

📈 GL events, a global events leader, reports €889M revenue for H1 2025, up 8.3% (9.5% constant), with 51% from international markets. EBITDA rises 20% to €139M, margin at 15.7%, and net income increases 33% to €52M. The Exhibitions segment grows 52%, Venues 23%, while Live falls 8% due to a strong 2024 Olympic comparison. GL events secures Stade de France concession from August 5, 2025, with two concerts planned. Net debt remains stable at €518M, targeting 5% growth.

📈 Le 26 juin, Revenue Analytics, basée à Atlanta, a acquis Climber, un éditeur RMS portugais de Lisbonne. Climber domine le marché brésilien des hôtels indépendants et chaînes régionales. Growth strategy: Revenue Analytics, avec plus de 10,000 hôtels, prévoit un bureau au Portugal. Climber RMS optimise tarifs hôteliers via l'IA. La croissance annuelle de Climber est de 30%. Décisions tarifaires automatiques et CMS analysent 40 villes. Climber s'adresse aux marchés portugais et brésilien.

✈ Flexjet has raised $800 million from a consortium led by L Catterton, affiliated with LVMH, alongside KSL Capital Partners and J. Safra Group. The aim is to enhance the luxury private aviation experience with innovative customer service. Kenn Ricci, Flexjet's President, highlights the partnership's potential for consumer insights and brand strategies. Plans include upgrading private terminals, expanding cabin crew academies, modernizing the fleet, and forming lifestyle partnerships with Riva Yachts and Bentley Motors.

📅 Net Managers 2025, Summer Edition, featured discussions with industry leaders like Magali Colleu (Head of Sales Leisure), Bastien Crochet (VP Sales & Marketing, Orchestra), and Charlotte Marcus (DG, Aerticket France). Key topics included the potential for the travel industry to unify and embrace AI, highlighting the evolving landscape of travel sales and marketing strategies.